AI · SEMICONDUCTOR · FACT CHECK
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An industry report on October 18 said Samsung Electronics' semiconductor AX/PI Center is moving from SAIT in Suwon to Dongtan. However, the report noted that only some of the center's development units, not the whole center, are subject to the move. The company has not officially confirmed the relocation.
The US 10-year Treasury yield dropped 4 basis points to 5.096% on October 19, local time, lifting Treasury prices. On the same day, semiconductor-related stocks in New York returned to gains for the first time in eight sessions despite weakness stemming from Europe.
At a National Assembly audit on October 20, the Air Force unveiled a plan to temporarily disperse three fighter squadrons at Gwangju military airfield to Yecheon and Seosan. Construction of the bases is targeted for mid-2028. If the move to Muan is confirmed, the three squadrons will regroup there.
The claimed figures of 'up to 8kHz wired and up to 1kHz wireless polling rate' for gaming mice align with manufacturers' official specifications and are confirmed to exist. However, the specific product the claim refers to has not been identified, so it remains unclear which models actually apply this configuration.
Researchers from Polestar and the University of Oxford measured brainwaves by attaching electrode caps to drivers during electric vehicle track testing. While the use of the electrodes itself is confirmed, the results of the EEG analysis have not yet been made public.
On October 19, the Trump administration ordered the removal of Chinese AI model DeepSeek from the information systems of federal civilian administrative agencies. The order cited concerns that sensitive government data could be transferred to China. The Department of Defense and intelligence agencies fall under separate systems and are excluded from the order.
SK Group Chairman Chey Tae-won said at a public event on October 18 that he would unconditionally start a business if he could return to his twenties. He added the caveat that the field would be different from the semiconductor business he runs today.
According to a Defense Acquisition Program Administration survey, 98.9% of the 6,945 semiconductor items across 54 domestic weapons systems were foreign-made. Contrary to the common perception of a country home to Samsung and SK, defense semiconductors are effectively import-dependent by item count, with the US accounting for 85.7% of imports. Building a self-reliant foundation is set to begin with the first budget in 2027.
OpenAI has decided to acquire Orchestra Bio Inc., an AI platform company for R&D management, to broaden its AI foundation for drug development. OpenAI announced the decision through its official statement. The two parties did not disclose the acquisition amount.
AI data center company Elice closed its first trading day on October 20 at 61,500 won, down 32.04% from its IPO price, ending its debut in a sharp plunge. Foreign media described it as a dismal debut, with interpretations that concerns over slowing AI spending have spread to Korean newly listed stocks.